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Top 5 Traits That Make Women Great Investors

With common traits such as patience, willingness to deal with mistakes and recognizing when help is needed, women can naturally find themselves with a long-term, sustainable investment mindset and approach....

Travel and Give Back with Voluntourism

“Voluntourism” gives travelers an opportunity to enjoy a new place while also helping those in need. Now that vaccines are rolling out and things are reopening, why not see how...

6 Ways to Give Back this Holiday Season

This holiday season is definitely unusual, but we can still show our neighbors and community that we care. Read our top 6 ways that you can give back this holiday...

Top Tips for a Fun Virtual Holiday

It’s the time of year when we want to be closest to our loved ones, so we’ve put together some of our top tips for a fun virtual holiday –...

Fun this Fall (Despite the Pandemic)

Fall is approaching, but can we enjoy it safely? Here are some ways to have pumpkin-spiced fun this fall – despite the coronavirus pandemic.

Discover Your Next Retirement Hobby

No one loves every single thing about their workday, but when you’re retired you might miss the predictability, routine and challenges that your work gave you. Let’s shift our mindset...

A Blind Man With Vision

Read about Hein Wagner’s outlook on life, and its unending possibilities. We’ve highlighted some of the best lessons that have served to keep the well known motivational speaker focused on...

Rethinking Your Career

Has working from home given you a new perspective on the work you do? Changing jobs during the pandemic might seem like a challenge, but the shifting business landscape has...

Bring Your Family Together with Philanthropy

With so many people needing so much help right now, parents and grandparents have a unique opportunity to teach younger family members the value of giving back. We’ve put together...

What Makes a Good Life?

“What makes a good life?” is a question that we have all asked at one point or another, but what does ‘good’ mean, and how can it be attained? We’ve...

Build Your New Bucket List

Get your family together and ask yourselves these three questions. Your answers will help you build a better bucket list full of things you’ll enjoy doing today and look forward...

Retire Happy by Giving Back

“How can I retire happy?” is a question that generations have asked. The professional skills you’ve honed during your career are still incredibly valuable even though you’re retired, so we’ve...

Get Away in Your Own Backyard

Travel plans may be disrupted right now, but there are still opportunities to get outside and stay safe during the coronavirus pandemic. Read more about ways to get away during...

Adapting to Change During a Pandemic

Things may seem very still right now as we stay home to flatten the curve, but actually we are all subtly adapting to the changing environment. Learn more about the...

The Family Dimension of Wealth

Wealth is more than just how much money we have, and family relationships are often what matters most. Read these tips to see how you can grow your Family Dimension...

The Longevity Effect

This generation of retirees is going to live longer than any in history. Today’s seniors are healthier, more active, and receiving better preventative care than ever before. On top of...

Investing as a Couple: Getting to Yes

In a perfect world, both halves of a couple share the same investment goals and agree on the best way to try to reach them. It doesn’t always work that...

Millennials in the Marketplace

A millennial is defined as a person reaching adulthood in the 21st century (currently those between ages 22-37). This group makes up 25% of the overall population, now equal in...

Leaving a Legacy

You’ve worked hard over the years to accumulate wealth, and you probably find it comforting to know that after your death the assets you leave behind will continue to be...

Financial Basics for Millennials

With age comes responsibility, so if you’re a young adult in your 20s or 30s, chances are you’ve been introduced to the realities of adulthood. While you’re excited by all...

Dealing with Divorce

Divorce can be a lengthy process that may strain your finances and leave you feeling out of control. But with the right preparation, you can protect your interests, take charge...

Caring for an Aging Parent

As your parents begin to settle into their final phase of life, their health, residence, and finances could become a factor in your retirement planning. This is especially true if...

529 College Savings Plans

529 College Savings Plans are tax-advantaged education savings vehicles and one of the most popular ways to save for college today. They can also be used to save for K-12...

Create a Simple Plan to Achieve More in Life

We tend to overestimate what we can accomplish in the short-term and underestimate what we can accomplish in the long-term. The frustration that results is one big reason why so...

Do You Work for Money or Work for Meaning?

We understand why so many people stick with jobs that don’t provide meaning—it’s the money. And working “for the money” is not all bad. Having financial security so we can...

Are You Living Your Life On Purpose?

If you feel like your life is something that just happens to you, it’s time to reassess how you’re spending your time. Feeling that your life has purpose will become...

Making Your Health Your Wealth in 2018

As a holistic wealth advisor, I am committed to helping my clients achieve true abundance in their lives across multiple dimensions. Physical health is a critical foundation of wealth, and...

Success: Your Financial Transformation

    By Seth Streeter, MS, CFP® Founder and CEO   How do YOU define success?  Many people believe that the best measure of whether they have “arrived” in life is...